Lists

Owned by Karen McDonald
Last updated: Oct 23, 2024 by Gemma Heidemann
1 min read

This page shows most of the General Lists that control data within the system. They are split up into categories for specific areas such as

  • Accounts

  • Contacts

  • others

  • Documents

  • Finances

  • Matters

Each category has specific information that is held underneath it and should only be edited by advanced users that have training in where these lists will adjust within the program.

Adding or removing things from the lists will result in system-wide affects.

 

 

Click the link below for the specific list: